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Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
726
Chesley Taft & Associates
Illinois
$59.9M -$857K -4,672 -1%
HIA
727
Harbor Investment Advisory
Maryland
$59.7M -$487K -2,656 -0.7%
GKWIM
728
Gerber Kawasaki Wealth & Investment Management
California
$59.6M +$1.15M +6,256 +2%
WWM
729
Western Wealth Management
Colorado
$59.6M -$609K -3,320 -0.9%
NSAM
730
North Star Asset Management
Wisconsin
$59.5M -$1.19M -6,486 -2%
CA
731
Commerzbank Aktiengesellschaft
Germany
$59.5M +$7.1M +38,714 +13%
KCM
732
Kanawha Capital Management
Virginia
$59.5M -$601K -3,277 -0.9%
GP
733
Girard Partners
Pennsylvania
$59.4M -$2.17M -11,840 -3%
ACIM
734
Azimuth Capital Investment Management
Michigan
$59.3M -$845K -4,609 -1%
TH
735
TCTC Holdings
Texas
$59.2M -$896K -4,884 -1%
CAM
736
Carret Asset Management
New York
$59.2M -$593K -3,233 -0.9%
HFS
737
Hantz Financial Services
Michigan
$59.2M -$3.44M -18,768 -5%
GIM
738
Grassi Investment Management
California
$59.1M -$227K -1,238 -0.4%
BFO
739
Boston Family Office
Massachusetts
$59.1M -$6.62M -36,082 -9%
FBB
740
Fulton Breakefield Broenniman
Maryland
$59.1M +$594K +3,239 +0.9%
WANY
741
Wealthspire Advisors (New York)
New York
$58.9M +$7.22M +39,385 +13%
AFG
742
Albion Financial Group
Utah
$58.8M -$632K -3,447 -1%
CCA
743
Cobblestone Capital Advisors
New York
$58.7M +$64.4K +351 +0.1%
NC
744
NZS Capital
Colorado
$58.7M -$11.7M -63,970 -16%
WTA
745
Washington Trust Advisors
Massachusetts
$58.6M -$1.1M -6,019 -2%
CC
746
Courier Capital
New York
$58.5M -$2.31M -12,619 -4%
CCFCSB
747
Cape Cod Five Cents Savings Bank
Massachusetts
$58.5M +$30.9M +168,451 +97%
RWP
748
RWA Wealth Partners
Massachusetts
$58.5M +$14.1M +76,824 +29%
USCWA
749
U.S. Capital Wealth Advisors
Texas
$58.5M +$287K +1,566 +0.5%
BIAS
750
Beacon Investment Advisory Services
New Jersey
$58.4M +$1.12M +6,097 +2%
28 29
30
31 32